Sequent Planning LLC Inv Act Mgd Ex Trd Fd Tr Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Sequent Planning LLC holds 10,912 shares of IHYF stock, worth $241,373. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,912
Previous 11,689
6.65%
Holding current value
$241,373
Previous $265 Million
7.4%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding IHYF
# of Institutions
17Shares Held
2.03MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA1.17MShares$26 Million0.01% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ531KShares$11.8 Million6.38% of portfolio
-
Independent Advisor Alliance77.3KShares$1.71 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC77KShares$1.7 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA46.8KShares$1.04 Million0.03% of portfolio